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New York State Income Tax Should be Reduced By State and Local Tax Being Withheld In Pennsylvania (Doc ID 2149226.1)

Last updated on FEBRUARY 26, 2019

Applies to:

Oracle HRMS (US) - Version 12.2.4 and later
Information in this document applies to any platform.


On :  12.2.4 version, US Payroll Tax Issues

Employee's live in New York City and work in Philadelphia, Pennsylvania.  They are taxed primarily in Pennsylvania state and also have nonresident local tax for Philadelphia.  They should also be taxed for New York state (SIT) by only the amount that is higher than Pennsylvania SIT and Philadelphia Local combined.  It appears Vertex is not taking the Philadelphia local as a credit against the New York SIT

Vertex to take the correct credit for all Pennsylvania taxes against the New state taxes that are due

The issue can be reproduced at will with the following steps:
1. Employee lives in New York City
2. Employee works in Philadelphia, Pennsylvania
3. The employee should be taxed for Pennsylvania state and Philadelphia local
4. Then the New York state tax is calculated and the difference between the New York state tax due and what was already deducted for Pennsylvania state and local should be withheld for New York




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